Author: Akshay Suresh

Proposal: Logistic Invoicing

Requirement  Blue Rhine Industries requires customization of the invoice to match the logistic invoice format, enabling the submission of a unified document to higher authorities. Currently, the NetSuite customer invoice and the logistic invoice have separate document numbers for a single invoice record. The objective is to generate a single invoice with the same document… Continue reading Proposal: Logistic Invoicing

Reason why NetSuite Changes Costs on FIFO/LIFO Transactions

With our new costing engine, costing for transactions that include FIFO or LIFO item(s) is handled in the same way as serialized or lot numbered items.  Upon the save of a transaction, two things take place: 1.     The average cost is used when the transaction is saved 2.     The costing program runs and recalculates the correct FIFO… Continue reading Reason why NetSuite Changes Costs on FIFO/LIFO Transactions

Determine the source the default (auto-populated) Unit Price / Rate Populated for an item in a purchase transactions (e.g. Purchase Order, Vendor Bill, Vendor Credit)

The auto-populated Unit Price (default rate) for an item in the purchase transactions (e.g. Purchase Order, Vendor Bill, Vendor Credit) is derived based on this hierarchy: 1. Purchase Price of the Vendor as set in the Item record (If Multiple Vendors feature is enabled in the account) 2. Purchase Price as set in the Purchasing/Inventory tab of Item record3. Last Purchase Price used in any purchase transaction type    a. Based on Transaction Date not Date Created    b. Per Subsidiary (for… Continue reading Determine the source the default (auto-populated) Unit Price / Rate Populated for an item in a purchase transactions (e.g. Purchase Order, Vendor Bill, Vendor Credit)

Add Multiple Function >Enter a Sales Orders > Typing the first few numbers of an Item Code Generates Message “No Matching records”

Example: Item’s code = 1027858984 Enter a Sales Order > Click on Add Multiple > Type “1027” on the Search field > No Matching error Here are the steps to resolve this: 1. Navigate to Home > Set Preferences > Analytics tab. 2. Uncheck the Popup Search Uses Keywords checkbox. 3. Click Save.

Change Payment Terms on Invoice Sourced from Sales Order Instead of Billing Schedule via CSV

When the Billing Schedule attached to a Sales Order has Payment Terms assigned, the Invoice created will follow the terms set on the Billing Schedule instead of the Sales Order, which populates from the Customer Record. If you want to change Invoices already created to use the terms from the Sales Order instead a search… Continue reading Change Payment Terms on Invoice Sourced from Sales Order Instead of Billing Schedule via CSV

Proposal For Scheduling Min/Max Range Reports Based on Location and Alert Mechanism in the purchase order

Scheduling Min/Max Range Reports Based on Location and Alert Mechanism in purchase order  Requirement for scheduling Min/Max range reports for item availability based on location daily. Big wants to define minimum and maximum range values for each inventory item in the inventory details section or inline-level. When the available quantity at a specific location drops… Continue reading Proposal For Scheduling Min/Max Range Reports Based on Location and Alert Mechanism in the purchase order

Proposal For Dashboard Customization

Dashboard Customization  Requirement for dashboard customization, specifically focusing on item sorting in the global search. BigRig wants to explore the possibility of sorting items listed in the global search based on quantity availability. Currently, when searching for a specific item using keywords, all items, regardless of availability, are displayed. BigRig requests a solution to sort… Continue reading Proposal For Dashboard Customization